WFA
Wade Financial Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $60.1M | Buy |
218,644
+565
| +0.3% | +$155K | 20.59% | 1 |
|
|
2024
Q4 | $63.2M | Buy |
218,079
+1,464
| +0.7% | +$424K | 21.41% | 1 |
|
|
2024
Q3 | $61.3M | Buy |
216,615
+1,372
| +0.6% | +$388K | 20.64% | 1 |
|
|
2024
Q2 | $57.6M | Sell |
215,243
-441
| -0.2% | -$118K | 20.72% | 1 |
|
|
2024
Q1 | $56.1M | Buy |
215,684
+15,323
| +8% | +$3.98M | 20.44% | 1 |
|
|
2023
Q4 | $47.5M | Buy |
200,361
+6,400
| +3% | +$1.52M | 17.97% | 1 |
|
|
2023
Q3 | $41.2M | Buy |
193,961
+2,072
| +1% | +$440K | 17.64% | 1 |
|
|
2023
Q2 | $42.3M | Buy |
191,889
+6,510
| +4% | +$1.43M | 16.75% | 1 |
|
|
2023
Q1 | $37.8M | Buy |
185,379
+7,908
| +4% | +$1.61M | 15.89% | 1 |
|
|
2022
Q4 | $33.9M | Sell |
177,471
-7,258
| -4% | -$1.39M | 15.37% | 1 |
|
|
2022
Q3 | $33.2M | Buy |
184,729
+2,511
| +1% | +$451K | 16.6% | 1 |
|
|
2022
Q2 | $34.4M | Buy |
182,218
+6,646
| +4% | +$1.25M | 16.3% | 1 |
|
|
2022
Q1 | $40M | Buy |
175,572
+26,417
| +18% | +$6.01M | 17.14% | 1 |
|
|
2021
Q4 | $36M | Buy |
149,155
+5,824
| +4% | +$1.41M | 18.72% | 1 |
|
|
2021
Q3 | $31.8M | Sell |
143,331
-432
| -0.3% | -$95.9K | 17.96% | 1 |
|
|
2021
Q2 | $32M | Buy |
143,763
+13,520
| +10% | +$3.01M | 17.56% | 1 |
|
|
2021
Q1 | $26.9M | Buy |
130,243
+3,843
| +3% | +$794K | 17.01% | 1 |
|
|
2020
Q4 | $24.6M | Buy |
126,400
+26,792
| +27% | +$5.21M | 16.51% | 1 |
|
|
2020
Q3 | $17M | Buy |
99,608
+4,932
| +5% | +$840K | 13.36% | 1 |
|
|
2020
Q2 | $14.8M | Buy |
94,676
+2,929
| +3% | +$458K | 12.81% | 1 |
|
|
2020
Q1 | $11.8M | Sell |
91,747
-7,048
| -7% | -$909K | 11.8% | 1 |
|
|
2019
Q4 | $16.2M | Buy |
+98,795
| New | +$16.2M | 14.28% | 1 |
|